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Envestnet

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Category: Industry Insights

Industry Insights/Investing/PMC

Value Factor Continues to Lead the Pack

January 20, 2023January 19, 2023 Sarah Abernathy

Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size.

Bonds/Industry Insights/Investing

What is the Role of Fixed Income in 2023

January 13, 2023January 13, 2023 PMC Global Macro Team

By all accounts, 2022 has been a very challenging year for investors and fixed income has been no exception...

Industry Insights/Investing/PMC

Through Q3, 2022 Highlights the Potential Benefits of Factor Diversification

November 2, 2022November 2, 2022 Sarah Abernathy

Rewarded risk factors are recognized as a fundamental component of equity returns...

Industry Insights

Factors Perform As Expected in Q2, Except for Quality

July 26, 2022July 26, 2022 Sarah Abernathy

Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors are value, momentum, quality, low volatility, and size...

Industry Insights/Sustainable Investing

Discussing Portfolio Exposure to Firearms with Your Clients

June 10, 2022November 8, 2022 Kiley Miller - Principal Director, Sustainable Investing

Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to...

Industry Insights

Envestnet and Cryptocurrencies: What’s Coming

May 17, 2022May 18, 2022 envwealthsolutions

If your clients are asking you questions about crypto, you’re not alone. It’s estimated that more than one billion people will invest in cryptocurrencies by the end of this year.

Industry Insights

Value Investors Sigh with Relief and Other Factor Headlines

April 19, 2022November 8, 2022 Sarah Abernathy

Rewarded risk factors are recognized as a fundamental component of equity returns. Envestnet | PMC believes that the most robust among the studied risk factors...

Industry Insights/Sustainable Investing

Sustainable Investing Trends to Watch in 2022

March 10, 2022September 22, 2022 Kiley Miller - Principal Director, Sustainable Investing

As in 2021, this is shaping up to be a defining year for sustainable investing. Read on for this year’s emerging trends.

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